Skip to content
Disclosery

NUSC NUSHARES ETF TR

Follow

NUVEEN ESG SMLCP (fund)

263 managers (267 13F filers) reported a position in NUSC shares at 2026-06-30, 19,570,878 shares in all. 24 filers opened a position and 19 filers sold out during the quarter.

Managers
263
13F filers
267
New
24
Added
99
Reduced
84
Sold out
19
Shares held by filers
19,570,878

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,948,385$102M0.01%-1,928,89313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,809,595$94.3M0.12%+88,26913F-HR/ATimeline
Abacus Wealth Partners, LLC1,546,982$80.6M8.47%+112,55313F-HRTimeline
TIAAgroup of 2 filers holding1,223,564$63.8M-63,515Timeline
UBS Group AGgroup of 2 filers holding1,107,211$57.7M+304,680Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,058,129$55.1M0.01%+3,02513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,037,858$54.1M<0.01%-8,20913F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP876,476$45.7M0.57%+45,76713F-HRTimeline
LPL Financial LLC838,353$43.7M0.01%+18,60413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp446,466$23.3M<0.01%+86,55313F-HRTimelineGroup
Boston Common Asset Management, LLC419,630$21.9M1.3%-5,15213F-HRTimeline
North Berkeley Wealth Management, LLC294,384$15.3M6.2%+53313F-HRTimeline
First Pacific Financial260,637$13.6M1.62%-4,39513F-HRTimeline
Creative Planningin group Creative Planning259,819$13.5M0.01%-63913F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC257,008$13.4M0.02%-4,80813F-HRTimelineGroup
WCG Wealth Advisors LLC237,572$12.4M0.29%+15,57113F-HRTimeline
FMR LLCin group FMR LLC217,124$11.3M<0.01%-3,12213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN216,566$11.3M<0.01%+4,51013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP169,185$8.82M0.01%+1,43613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC150,593$7.86M<0.01%+1,16813F-HRTimelineGroup
Allworth Financial LP138,301$7.21M0.03%+2,09313F-HRTimeline
DeDora Capital, Inc.135,160$7.04M1.53%+83913F-HRTimeline
Colorado Capital Management, Inc.133,688$6.97M2.38%-1,06613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC133,454$6.96M<0.01%+2,86413F-HRTimelineGroup
Allodium Investment Consultants, LLC130,437$6.8M2.89%+7,73113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP127,194$6.56M<0.01%+10,74613F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP121,900$6.35M<0.01%new13F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…121,636$6.34M0.13%+37,95613F-HRTimelineGroup
Palisades Hudson Asset Management, L.P.119,284$6.22M2.18%+7,13813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS114,112$5.95M0.01%+9,11813F-HRTimeline
EP Wealth Advisors, LLC109,636$5.71M0.02%+3,54713F-HRTimeline
Beacon Pointe Advisors, LLC108,786$5.67M0.03%-94713F-HRTimeline
Cetera Investment Advisers104,243$5.43M<0.01%+2,47413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC101,563$5.29M0.01%+3,64613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC94,514$4.93M0.06%-87,10313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…88,259$4.6M0.01%+3,10613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO85,607$4.43M<0.01%+3,32213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC82,714$4.31M<0.01%+48613F-HRTimelineGroup
Rossby Financial, LCC77,279$4.03M0.74%+1,67813F-HRTimeline
Cambridge Investment Research Advisors,…74,086$3.86M0.01%+2,78513F-HR/ATimeline
Corient Private Wealth LPin group Corient Private Wealth LP70,925$3.7M0.01%-191,52013F-HR/ATimelineGroup
BSW Wealth Partners68,509$3.57M0.4%-11,84213F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC66,431$3.46M0.12%+1,38313F-HRTimelineGroup
True Blue Financial, LLC62,651$3.27M1.38%-65,41113F-HRTimeline
SilverOak Wealth Management LLC62,225$3.24M0.42%+47913F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS59,252$3.09M1.45%+91713F-HRTimeline
NewEdge Advisors, LLC57,358$2.99M0.01%-74313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…57,514$2.94M<0.01%+46713F-HRTimeline
RWA WEALTH PARTNERS, LLC54,793$2.86M0.03%+10713F-HRTimeline
Arlington Financial Advisors, LLC54,209$2.83M0.36%-29713F-HRTimeline
Wescott Financial Advisory Group, LLC51,152$2.67M0.21%-35913F-HRTimeline
Westfuller Advisors, LLC50,276$2.62M0.95%+13,59513F-HRTimeline
IMPACTfolio, LLC46,108$2.4M0.91%+48313F-HRTimeline
Xena Financial Planning, LLC43,965$2.29M2.2%+3,46913F-HRTimeline
Corundum Group, Inc.43,317$2.26M0.67%-2,03213F-HRTimeline
WHITTIER TRUST CO42,812$2.21M0.02%013F-HRTimeline
Modera Wealth Management, LLC42,145$2.2M0.02%+6913F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC41,898$2.18M<0.01%013F-HRTimelineGroup
Pioneer Wealth Management Group41,537$2.16M0.52%+9,09213F-HRTimeline
Clarity Wealth Development LLC40,258$2.1M1.16%-31,02313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC39,304$2.01M0.04%+28313F-HRTimeline
Stonehearth Capital Management, LLC37,711$1.97M0.67%-1,40813F-HRTimeline
HM PAYSON & CO35,693$1.86M0.02%+30113F-HRTimeline
Farther Finance Advisors, LLC34,459$1.8M0.01%+28,37113F-HRTimeline
Modern Wealth Management, LLC32,766$1.71M0.02%-6,61913F-HRTimeline
SageView Advisory Group, LLC32,674$1.7M0.06%-7,97413F-HRTimeline
Revolve Wealth Partners, LLC32,305$1.68M0.18%-8313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC32,298$1.68M<0.01%+1513F-HRTimelineGroup
Stewardship Advisors, LLC30,329$1.58M0.33%-83913F-HRTimeline
Equita Financial Network, Inc.30,159$1.57M0.44%+1,87013F-HRTimeline
HighTower Advisors, LLC28,735$1.5M<0.01%-2,20413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth28,053$1.46M<0.01%+1,02513F-HRTimelineGroup
Walkner Condon Financial Advisors LLC27,961$1.46M0.17%+1,81113F-HRTimeline
Brio Consultants, LLC27,162$1.42M0.17%+29913F-HRTimeline
Legacy Edge Advisors, LLC25,833$1.35M0.12%+47513F-HR/ATimeline
One Capital Management, LLC27,804$1.25M0.03%013F-HRTimeline
Savant Capital, LLC25,301$1.23M<0.01%+13,16413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.23,020$1.2M0.01%-3,64713F-HRTimelineGroup
Napier Financial, LLC22,903$1.19M0.25%-2813F-HRTimeline
Diversified Enterprises, LLC22,855$1.19M0.06%+63713F-HRTimeline
SGL Investment Advisors, Inc.22,679$1.19M0.41%-16613F-HRTimeline
PFG Investments, LLC22,610$1.18M0.05%+4,95813F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …21,932$1.14M0.01%+6913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.21,389$1.11M0.02%-62113F-HRTimeline
Betterment LLC21,285$1.11M<0.01%+30613F-HRTimeline
UMB Bank, n.a.20,700$1.08M0.01%-48713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,519$1.07M<0.01%new13F-HRTimelineGroup
Evolution Advisers, Inc.20,350$1.06M0.39%+13013F-HRTimeline
Silver Oak Advisory Group, Inc.19,387$1.01M0.4%-4813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…19,235$1M<0.01%-84813F-HRTimelineGroup
Private Advisor Group, LLC19,089$995K<0.01%+3,92213F-HRTimeline
RTD Financial Advisors, Inc.18,774$978K0.11%-22713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,738$977K<0.01%+3,50913F-HRTimelineGroup
VICUS CAPITAL18,555$967K0.06%-46613F-HRTimeline
RVW Wealth, LLC18,358$957K0.06%013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers18,104$943K<0.01%+4,06913F-HRTimelineGroup
&PARTNERS17,452$910K<0.01%+59513F-HRTimeline
White Lighthouse Investment Management …16,890$880K0.11%+90013F-HRTimeline
Midwest Trust Co16,700$870K0.01%013F-HRTimeline
McCartney Wealth Management LLC16,345$852K0.65%+1,89413F-HRTimeline
BOKF, NAin group BOKF, NA16,005$834K0.01%+29813F-HRTimelineGroup
Bragg Financial Advisors, Inc15,918$830K0.02%-44113F-HRTimeline
Affiance Financial, LLC15,624$814K0.12%+20513F-HRTimeline
CX Institutional15,428$804K0.02%-23013F-HRTimeline
NATURAL INVESTMENTS, LLC15,294$797K0.18%+5,14713F-HRTimeline
Mutual Advisors, LLC15,083$786K0.01%-48313F-HRTimeline
Colter Lewis Investment Partners LLC14,595$761K0.34%new13F-HRTimeline
TriaGen Wealth Management LLC14,447$753K0.19%-2413F-HRTimeline
Shotwell Rutter Baer Inc14,409$751K0.41%-213F-HRTimeline
Bensler, LLC14,290$745K0.07%-9413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.14,097$735K0.01%-213F-HRTimelineGroup
Cresset Asset Management, LLC13,648$711K<0.01%013F-HRTimeline
Destination Wealth Management13,414$699K0.02%013F-HRTimeline
Laurel Wealth Planning LLC13,070$681K0.3%-51013F-HRTimeline
SK Wealth Management, LLC12,956$680K0.15%-1,74813F-HRTimeline
Integrated Wealth Concepts LLC12,984$677K<0.01%+3,40813F-HRTimeline
GeoWealth Management, LLC12,687$661K0.02%-7,75513F-HRTimeline
Tradition Wealth Management, LLC12,288$640K0.04%-6713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC12,000$625K0.01%+10,37513F-HRTimeline
MML INVESTORS SERVICES, LLC11,890$620K<0.01%+5,21513F-HRTimeline
Painted Porch Advisors LLC11,649$607K0.27%+2913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,193$583K0.01%+1,54613F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC10,941$570K<0.01%+3513F-HRTimelineGroup
D.A. DAVIDSON & CO.10,846$565K<0.01%-11413F-HRTimeline
Schneider Downs Wealth Management Advis…10,503$547K0.05%+2113F-HRTimeline
Orion Porfolio Solutions, LLC10,495$547K<0.01%-41513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources10,435$544K<0.01%013F-HRTimelineGroup
Carr Financial Group Corp10,219$533K0.12%013F-HRTimeline
Dynamic Advisor Solutions LLC9,792$510K0.01%-44713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding9,636$494KnewTimeline
TRUST CO OF TOLEDO NA /OH/9,473$494K0.04%013F-HRTimeline
McClarren Financial Advisors, Inc.9,413$491K0.25%+28613F-HRTimeline
Chicago Partners Investment Group LLC9,512$485K0.01%+83113F-HRTimeline
Falcon Wealth Planning9,283$484K0.03%-1,30613F-HRTimeline
McNamara Financial Services, Inc.9,211$480K0.08%+1313F-HRTimeline
Relyea Zuckerberg Hanson LLC9,100$474K0.04%-97513F-HR/ATimeline
ANB BANK8,980$468K0.17%-5013F-HRTimeline
Resonant Capital Advisors, LLC8,959$467K0.02%+2413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…8,927$465K<0.01%-57113F-HRTimelineGroup
Capasso Planning Partners LLC8,834$460K0.23%+1613F-HRTimeline
Acropolis Investment Management, LLC8,700$453K0.02%013F-HR/ATimeline
Pacific Sun Financial Corp8,505$443K0.18%-5013F-HRTimeline
WEST BANCORPORATION INC8,485$442K0.19%+49913F-HRTimeline
ZENITH SOLUTIONS, INC.8,340$435K0.39%13F-HRTimeline
Capital Management Associates, Inc8,338$435K0.09%-4813F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…8,293$432K0.01%-5013F-HRTimeline
MAI Capital Management8,256$430K<0.01%013F-HRTimeline
Vestmark Advisory Solutions, Inc.8,142$424K<0.01%-1,44313F-HRTimeline
CPC Advisors, LLC8,125$423K0.06%-3013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC8,106$423K0.02%+3,18613F-HRTimeline
Wealth Enhancement Trust Services, Inc.8,027$418K0.05%-1,79113F-HR/ATimeline
Stordahl Capital Management, Inc.7,951$414K0.08%+8513F-HRTimeline
Curtis Advisory Group, LLC7,870$410K0.08%013F-HRTimeline
MOLLER WEALTH PARTNERS7,813$407K0.07%new13F-HRTimeline
Klaas Financial Asset Advisors, LLC7,809$407K0.05%-12613F-HRTimeline
CGC Financial Services, LLC7,739$403K0.09%+34013F-HRTimeline
Bond & Devick Financial Network, Inc.7,662$399K0.1%013F-HRTimeline
New Insight Wealth Advisors7,636$398K0.12%-2013F-HRTimeline
Perigon Wealth Management, LLC7,463$389K0.01%-86613F-HRTimeline
Values Added Financial LLC7,360$384K0.14%013F-HRTimeline
Capital Advantage, Inc.7,330$382K0.05%+8113F-HRTimeline
PFG Advisors7,110$371K0.02%+9813F-HRTimeline
PW ADVISORS, LLC \ FL6,977$364K0.24%+58613F-HRTimeline
Mariner, LLCin group Mariner, LLC6,841$357K<0.01%-25,15113F-HRTimelineGroup
Merit Financial Group, LLC6,747$352K<0.01%-94013F-HR/ATimeline
Marshall & Sterling Wealth Advisors Inc.6,732$351K0.21%-20713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,674$348K0.01%new13F-HRTimelineGroup
Trust Co6,603$344K0.03%-47113F-HRTimeline
Balanced Rock Investment Advisors LLC6,577$343K0.21%-2,01413F-HRTimeline
Livet Wealth, LLC6,525$340K0.2%-55113F-HRTimeline
Harrington Investments, INC6,454$336K0.16%-65013F-HRTimeline
BlueStem Wealth Partners, LLC6,447$336K0.03%+1,56113F-HRTimeline
SAGE FINANCIAL GROUP INC6,308$329K0.02%-81813F-HRTimeline
Kelman-Lazarov, Inc.6,047$315K0.04%-5613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,037$315K<0.01%+28013F-HRTimelineGroup
Freedom Investment Management, Inc.5,897$307K0.09%+1013F-HRTimeline
FIRST MANHATTAN CO. LLC.5,800$302K<0.01%013F-HRTimeline
VestGen Advisors, LLC5,520$288K0.01%+1013F-HRTimeline
Summit Financial, LLC5,384$281K<0.01%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,305$277K0.08%013F-HRTimelineGroup
Financial Insights, Inc.5,250$274K0.07%013F-HRTimeline
ABOUND FINANCIAL, LLC5,239$273K0.11%+1,13113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding5,160$269K+4,785Timeline
CWC Advisors, LLC.5,157$269K0.12%-113F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp5,150$268K0.02%013F-HRTimelineGroup
Argyle Capital Partners, LLC5,004$261K0.16%013F-HRTimeline
BridgePort Financial Solutions, LLC4,947$258K0.07%-12913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,945$258K<0.01%-22,45313F-HRTimelineGroup
Clearstead Advisors, LLC4,918$256K<0.01%+4,06213F-HRTimeline
Stonebridge Financial Group, LLC4,905$256K0.02%+8413F-HRTimeline
Financial Planning Fort Collins, LLC4,981$255K0.2%-19513F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.4,775$249K0.06%013F-HRTimeline
Ipsen Advisor Group LLC4,766$248K0.16%-4313F-HRTimeline
WARNER FINANCIAL, INC4,748$247K0.07%new13F-HRTimeline
Sage Mountain Advisors LLC4,725$246K0.02%013F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC4,718$246K0.07%-8613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC4,662$243K0.01%013F-HRTimeline
Westview Management dba Westview Invest…4,638$242K0.12%-76213F-HRTimeline
Continuum Advisory, LLC4,506$235K0.02%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,494$234K<0.01%-19,51413F-HRTimelineGroup